Why I Chose a Career As a Financial Advisor
It’s not about the money you have—it’s what you do with it. This was one of the first major life lessons I learned, and it still shapes how I approach financial management today.
Growing up on a farm, I had plenty of opportunities to develop a strong work ethic, and thankfully, my dad also had the foresight to teach me the value of money through hard work. As a young girl, I would spend my summers mowing the farm, helping my dad load hogs, among other things, earning minimum wage. When I had worked enough hours to make my paycheck amount to something, my dad wrote me a check. I could then purchase the things I wanted and was also “forced” to put a set amount of my earnings into savings. That wasn’t fun at the time, but as I watched my money grow, I saw the potential in it.
These experiences, combined with my love for numbers, formed the foundation of my decision to make a career for myself in the financial industry.
From Point A to Point B
After graduating from the University of Wisconsin-Platteville with a bachelor’s degree in both accounting and agricultural business (those are my farm roots showing again), I started working in the tax and accounting world. As a CPA, my interactions with my clients taught me that finances don’t exist in a bubble. What you do with your money is not only impacted by what you value, but it also impacts multiple areas of your life. I wanted to add more value to my clients’ lives, so I made a shift and became a financial advisor, earning the CERTIFIED FINANCIAL PLANNER™ certification and joining the team at Rosemeyer Management Group.
Fast-Forward to Today
Now, as an investment advisor, I get the ultimate privilege of giving my clients the education and guidance that can help them make their financial dreams a reality. Through customized, comprehensive financial planning, we can integrate all areas of their finances into a cohesive plan, from investment strategies and tax planning to risk management and retirement planning.
With each passing year that I do this important work, I get to witness more and more of my clients reach new levels, surpass their goals, or create wealth they didn’t even know was possible. I love going on the journey with them, helping them overcome challenges, learning where they’ve been, and celebrating their successes.
For many, finances are a major part of their life—either creating stress and worry, or opening doors for them. Despite being naturally goal-driven, my true motivation for my work comes from seeing how our strategies, decisions, and recommendations have been life-changing for those I serve.
The Next Step
Pursuing and achieving goals is much easier when you aren’t alone in the process. A helpful guide and advocate can make all the difference. If you’re interested in learning more about how I can help, I encourage you to schedule an introductory appointment online or by calling us at 608-348-2274. For any questions, feel free to reach out to me at email@example.com.
Regan Shipp is an investment advisor representative at Rosemeyer Management Group, an SEC Registered Investment Advisor based in Platteville, WI. Regan is known for building relationships and looking at the whole picture of her clients’ lives to provide personalized, comprehensive wealth management services and advice. She leaves no stone unturned as she integrates investment strategies, risk management strategies, tax planning, retirement planning, and estate planning to design a plan that will help her clients pursue both financial success and freedom throughout their lives. Regan strives to educate her clients so they can feel empowered to take the actions necessary to achieve their goals. Regan is passionate about making a difference in people’s lives and loves journeying with her clients and seeing them reach new levels, surpass goals, and create wealth they might not have known was possible. Regan has a bachelor’s degree in accounting and agricultural business from the University of Wisconsin-Platteville and is a Certified Public Accountant (CPA) and CERTIFIED FINANCIAL PLANNER™ professional.